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XXI Wealth LLC’s TransDigm Group TDG Stock Holding History

XXI Wealth LLC’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$950K Sell
713
-109
-13% -$134K 0.44% 53
2026
Q1 		$953K Sell
822
-61
-7% -$80K 0.54% 45
2025
Q4 		$1.17M Buy
+883
New +$1.16M 0.71% 32

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

XXI Wealth LLC's TDG Position: Q2 2026 in Review

XXI Wealth LLC reduced its TransDigm Group (TDG) stake by 13% in Q2 2026, selling an estimated $134K and leaving 713 shares worth $950K. The position accounts for 0.44% of the portfolio, ranked #53.

XXI Wealth LLC first reported a position in TDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • XXI Wealth LLC held 713 shares of TransDigm Group worth $950K as of Q2 2026.
  • XXI Wealth LLC sold 109 TransDigm Group shares in Q2 2026, an estimated $134K.
  • TransDigm Group made up 0.44% of XXI Wealth LLC's portfolio in Q2 2026, its #53 holding.
  • XXI Wealth LLC first reported a position in TransDigm Group in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's TransDigm Group position peaked at $1.17M in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.